SPDR SERIES TRUST - BWX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cerity Partners OCIO LLC | History | No change | 7,812,961 | 169,384 | 8.57% | 8.57% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 4,435,253 | 96,156 | 0.31% | 0.31% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 3,443,678 | 74,658 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,740,387 | 37,731 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 1,446,266 | 31,355 | 1.41% | 1.41% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 1,256,828 | 27,248 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,000,518 | 21,691 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 755,142 | 16,371 | 2.58% | 2.58% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 744,825 | 16,147 | 0.78% | 0.78% | 9 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 697,184 | 15,114 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 531,295 | 11,518 | 1.16% | 1.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 494,885 | 10,729 | 1.23% | 1.23% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 469,476 | 10,178 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 466,784 | 10,119 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 419,399 | 9,092 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Net Worth Advisory Group | History | No change | 384,335 | 8,332 | 2.1% | 2.1% | 16 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 360,232 | 7,809 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 320,396 | 6,946 | 1.4% | 1.4% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 308,639 | 6,691 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 306,718 | 6,649 | 3.68% | 3.68% | 20 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 302,158 | 6,545 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 239,631 | 5,195 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewSquare Capital LLC | History | No change | 235,237 | 5,099 | 0.38% | 0.38% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 233,512 | 5,062 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 219,917 | 4,827 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 203,525 | 4,412 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 199,707 | 4,330 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 173,005 | 3,750 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baron Financial Group, LLC | History | No change | 164,521 | 3,566 | 1.7% | 1.7% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 153,742 | 3,340 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 144,539 | 3,133 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 140,360 | 3,043 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 131,343 | 2,847 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 121,120 | 2,625 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 113,499 | 2,460 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 107,906 | 2,339 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 102,400 | 2,220 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 93,520 | 2,027 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 92,550 | 2,006 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 82,586 | 1,790 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auour Investments LLC | History | No change | 79,757 | 1,729 | 0.5% | 0.5% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 79,487 | 1,723 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 74,567 | 1,687 | 1.58% | 1.58% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Convergence Financial, LLC | History | No change | 70,836 | 1,535 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 65,940 | 1,431 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 62,479 | 1,358 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 55,618 | 1,205 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 54,586 | 1,195 | 0.14% | 0.14% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 52,156 | 1,130 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Pure Financial Advisors, LLC | History | No change | 50,436 | 1,093 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 45,147 | 978 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE STREET CORP | History | No change | 42,776 | 927 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMG National Trust Bank | History | No change | 42,105 | 912 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 41,806 | 906 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 40,929 | 887 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family CFO Inc | History | No change | 35,835 | 776 | 0.3% | 0.3% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 35,211 | 763 | 0.17% | 0.17% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 34,004 | 737 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Csenge Advisory Group | History | No change | 31,609 | 685 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vontobel Holding Ltd. | History | No change | 31,145 | 675 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 30,565 | 662 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | No change | 30,022 | 650 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,241 | 592 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 25,926 | 562 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OceanIQ Capital, LLC | History | No change | 25,600 | 558 | 0.34% | 0.34% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 25,725 | 557 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 54 | 548 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 25,100 | 544 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 24,658 | 534 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,240 | 503 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Destination Wealth Management | History | No change | 22,112 | 479 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 22,048 | 478 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 21,859 | 473 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | No change | 21,150 | 458 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 19,879 | 430 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 19,698 | 427 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 18,435 | 399 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 17,693 | 383 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 17,240 | 373 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 17,115 | 371 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 16,357 | 354 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 15,995 | 346 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 14,816 | 321 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 14,700 | 318 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 14,456 | 313 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 14,179 | 307 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 13,755 | 298 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 12,708 | 275 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 12,604 | 274 | 0.16% | 0.16% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 12,225 | 265 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 12,101 | 262 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 4Thought Financial Group Inc. | History | No change | 12,099 | 262 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 11,943 | 258 | 0.18% | 0.18% | 93 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| World Investment Advisors | History | No change | 11,673 | 256 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | No change | 11,676 | 253 | 0.17% | 0.17% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Risk Paradigm Group, LLC | History | No change | 11,569 | 250 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 11,499 | 249 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | No change | 11,299 | 244 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 10,984 | 238 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 10,760 | 233 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Realta Investment Advisors | History | No change | 10,114 | 219 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 10,015 | 217 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,019 | 216 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EASTERN BANK | History | New | 9,125 | 193 | 0.0% | — | 104 | +9,125 | New | Q3 2026 | Oct 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,742 | 124 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,771 | 81 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,170 | 68 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Purpose Unlimited Inc. | History | No change | 2,794 | 61 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,686 | 58 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 2,497 | 54 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,400 | 52 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,400 | 52 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Breakwater Investment Management | History | No change | 2,318 | 50 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,998 | 43 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,793 | 38 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,749 | 37 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,403 | 30 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| United Financial Planning Group LLC | History | No change | 1,373 | 29 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1,258 | 27 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Community Bank | History | No change | 1,280 | 27 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 1,236 | 26 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,180 | 25 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 1,076 | 23 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 1,079 | 23 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 1,047 | 22 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,055 | 22 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 954 | 20 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 737 | 15 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 705 | 15 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 574 | 12 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 472 | 10 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 403 | 8 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 412 | 8 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 396 | 8 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BlackRock, Inc. | History | No change | 397 | 8 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 308 | 6 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 300 | 6 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 262 | 5 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 252 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 144 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 151 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concord Wealth Partners | History | No change | 131 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 127 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Caitlin John, LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 89 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 47 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rossby Financial, LCC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |